Garde Capital’s Pultegroup PHM Stock Holding History

Garde Capital’s Portfolio PHM Stock Details PHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10	Closed	-$1.05K	–	652
2025 Q2	$1.05K	Hold	10	–	–	﹤0.01%	679
2025 Q1	$1.03K	Buy	+10	New	+$1.08K	﹤0.01%	666

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Garde Capital's PHM Position: Q3 2025 in Review

Garde Capital sold out of Pultegroup (PHM) in Q3 2025, closing a stake of 10 shares — an estimated $1.05K sold.

Garde Capital first reported a position in PHM in Q1 2025 and held it in 2 quarters. The position peaked at $1.05K in Q2 2025. 986 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

Garde Capital reported no remaining Pultegroup position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 10 Pultegroup shares in Q3 2025, an estimated $1.05K.
Garde Capital first reported a position in Pultegroup in Q1 2025 and held it in 2 quarters.
Garde Capital's Pultegroup position peaked at $1.05K in Q2 2025.
986 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.